Unclaimed
Tatiana Kopach is a registered representative with J.P. Morgan Securities LLC. Tatiana is licensed to provide financial services in Connecticut, New Jersey, and New York. Tatiana has been in the securities industry since 2018 and holds Series 6, SIE, and Series 63 licenses. Tatiana specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/25/2018 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
BC
Issued 06/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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